Adding a new client to ATOM is quick and ensures you have the right information in place to manage their account. Follow these steps to set up a client profile correctly from the start.
Step 1: Log in to ATOM #
Log in using your username and password. Once signed in, you’ll land on the Dashboard, which is your starting point for navigating ATOM.
Step 2: Open the Clients Section #
From the left-hand menu, select Clients. This will open your client list and display all existing records.
Step 3: Create a New Client #
Click the Add Client button in the upper-right corner. A new client form will appear, prompting you to enter key details.
Step 4: Enter Client Details #
Fill out the form carefully with the client’s information:
- Full name
- Email address
- Phone number
- Tax ID (if applicable)
- Mailing address
Make sure the email address is correct, as this will serve as the client’s login for the portal.
Step 5: Save the Record #
Once all details are entered, click Save. The new client will now appear in your list, ready to be managed.
Step 6: Invite the Client to the Portal (Optional) #
After saving, you’ll see the option to Send Portal Invite. Select this if you’d like the client to immediately access their secure portal for uploading documents, checking tasks, and communicating with your office.
Summary #
That’s it—you’ve successfully added a new client to ATOM. With their profile in place, you can now assign tasks, upload documents, manage billing, and streamline collaboration through the client portal.